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Global X Lithium & Battery Tech ETF
LIT

421 hedge funds and large institutions have $690M invested in Global X Lithium & Battery Tech ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 105 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $22.8M

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

4% more funds holding

Funds holding: 405 → 421 (+16)

2% more capital invested

Capital invested by funds: $675M → $690M (+$15.1M)

0.19% more ownership

Funds ownership: 20.63% → 20.82% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

20% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 131

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
105
Reduced
131
Closed
38
Calls
$40.3M
Puts
$22.8M
Net Calls
+$17.6M
Net Calls Change
+$2.52M

Top Buyers

Rank Fund Capital Flow
1
BCM
BlueCrest Capital Management
Jersey
+$12.9M
2
Cerity Partners
Cerity Partners
New York
+$3.2M
3
PE
Point72 Europe
United Kingdom
+$2.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.32M
5
TC
Trilogy Capital
California
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$10.4M
2
UBS Group
UBS Group
Switzerland
-$5.8M
3
CI
Cavalier Investments
Georgia
-$4.88M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.72M
5
MCC
Money Concepts Capital
Florida
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
401
Princeton Global Asset Management
New Jersey
$2.34K – – –
FA
402
Fiduciary Alliance
South Carolina
$2.33K +$2.24K +36 New
OLVIG
403
Oliver Lagore Vanvalin Investment Group
Michigan
$2.28K +$1.56K +25 +250%
BC
404
Belmont Capital
California
$2.15K – – –
JMF
405
Johnson Midwest Financial
Iowa
$2.02K -$2.18K -35 -53%
BFEC
406
Benjamin F. Edwards & Company
Missouri
$2K – – –
BAM
407
Byrne Asset Management
New Jersey
$2K – – –
CA
408
Centerpoint Advisors
Massachusetts
$2K – – –
MFA
409
McClarren Financial Advisors
Pennsylvania
$2K – – –
SF
410
Safeguard Financial
Wisconsin
$2K +$2.49K +40 New
CA
411
Clearstead Advisors
Ohio
$1.97K -$76.6K -1,229 -98%
AFG
412
Albion Financial Group
Utah
$1.69K – – –
GI
413
GS Investments
Minnesota
$1.69K – – –
BWM
414
BerganKDV Wealth Management
Minnesota
$1.68K – – –
EWM
415
Evermay Wealth Management
Virginia
$1.5K – – –
NL
416
NVWM LLC
Pennsylvania
$1.1K – – –
WAS
417
Winch Advisory Services
Wisconsin
$1K – – –
SWA
418
SOA Wealth Advisors
New York
$657 +$312 +5 +100%
FCA
419
FinTrust Capital Advisors
South Carolina
$469 – – –
PO
420
Private Ocean
California
$325 +$312 +5 New
WT
421
Whittier Trust
California
$130 – – –
S
422
SignatureFD
Georgia
$26 – – –
CI
423
Cavalier Investments
Georgia
– -$4.88M -76,800 Closed
NA
424
Nottingham Advisors
New York
– -$2.16M -33,932 Closed
BAM
425
Belpointe Asset Management
Nevada
– -$1.96M -30,869 Closed
15 16
17
18 19

LIT Hedge Fund Activity: Q2 2023 in Review

421 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2023, worth a combined $690M — up 2.2% from $675M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LIT positions and 38 closed out — a net gain of 18 holders — while 105 added to existing stakes and 131 trimmed.

The largest buyer was BlueCrest Capital Management, opening a new position worth an estimated $12.9M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.4M.

  • 421 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2023, up from 405 in Q1 2023.
  • Funds reported $690M of Global X Lithium & Battery Tech ETF stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 56 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2023 and 38 closed out, a net change of +18 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2023 was BlueCrest Capital Management, an estimated $12.9M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.